As we step into the end of the first quarter of 2024, it’s essential to stay informed about the latest changes in IRS rules that impact your financial planning. For the 2024 tax year, several key adjustments have been made to contribution limits for qualified retirement plans like 401(k) and 403(b), as well as income limits for Roth IRA contributions….read more →
Super Bowl LVIII, aka SB 58, set a record with a staggering 123.4 million viewers! It was the most-watched American television broadcast in a generation and the most-watched Super Bowl in history! The Kansas City Chiefs versus the San Francisco 49ers showdown in Las Vegas surpassed the record of 115 million viewers last year when the Chiefs defeated the Philadelphia…read more →
Let’s face it, we live in a litigious society! In many ways, I miss the old days when people worked out their issues among themselves. Today, many Americans will sue at the drop of a hat! When you are deemed at fault for an accident, your liability coverage can protect you. But what if your liability coverage is not enough to…read more →
As the new year is underway, now is a good time to review your home insurance and safety plans for the year. The past few years we have seen a proliferation of weather-related catastrophes. Make sure in 2024 that you make your home safety a priority and that you get the most value from your insurance coverages. Here are eight…read more →
My favorite Albert Einstein quote is, “The definition of insanity is doing the same thing over and over again and expecting different results!” This holds true for many aspects of life, including one’s finances. I like to compare finances to team sports. Most team sports (other than baseball) have some type of halftime break. Coaches and managers utilize this time…read more →
Here are 9 gift card money-saving tips that will save you money year-round.
I went to a fun Rockaway New Year’s Eve house party, and at least 7 persons I was hoping to see stayed home because they had contracted COVID-19. This got me thinking about how this column started. Originally, I had sent weekly COVID-19 briefing emails to clients, family, advisors, and loved ones in March and April of 2020. At the…read more →
On June 30th, 2021, the National Collegiate Athletic Association (NCAA) changed the rules and changed amateur sports forever as we know them, by ruling that college players can earn money by using their Name, Image, and Likeness (NIL) to earn money while remaining college! My understanding is that the premise behind this rule change allows colleges to earn money from…read more →
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